Civic Intelligence

PTA Florida Congress Oakstead Elementary School

990EZ • Fiscal year 2013 • EIN 02-0777764

Jul 01, 2012 to Jun 30, 2013 • Filed on Oct 23, 2013

Organization ProfileN/A
19925 Lake Patience RoadLand O Lakes, FL 34638
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

53rd percentile

4.3%

Higher net margin than 53% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

$8,127

No earlier filing loaded for comparison.

Net Assets

$8,127

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin53rd percentile

Revenue

$52,993

No earlier filing loaded for comparison.

Expenses

$50,722

No earlier filing loaded for comparison.

Net Income

$2,271

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2013: $8,127Liabilities 2013: $0Net Assets 2013: $8,1272013Assets 2014: $9,289Liabilities 2014: $0Net Assets 2014: $9,2892014Assets 2015: $7,080Liabilities 2015: $0Net Assets 2015: $7,0802015Assets 2016: $4,848Liabilities 2016: $0Net Assets 2016: $4,8482016Assets 2017: $7,606Liabilities 2017: $0Net Assets 2017: $7,6062017Assets 2018: $10,369Liabilities 2018: $0Net Assets 2018: $10,3692018Assets 2019: $9,498Liabilities 2019: $02019Assets 2020: $46,418Liabilities 2020: $02020Assets 2021: $12,216Liabilities 2021: $02021Assets 2022: $48,835Liabilities 2022: $0Net Assets 2022: $48,8352022Assets 2023: $20,462Liabilities 2023: $0Net Assets 2023: $20,4622023Assets 2024: $20,915Liabilities 2024: $0Net Assets 2024: $20,9152024Assets 2025: $41,722Liabilities 2025: $0Net Assets 2025: $41,7222025

Highlighted filing

2013

Assets$8,127
Liabilities$0
Net Assets$8,127
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2013: $52,993Expenses 2013: $50,722Net Income 2013: $2,2712013Revenue 2014: $42,691Expenses 2014: $41,529Net Income 2014: $1,1622014Revenue 2015: $36,897Expenses 2015: $39,105Net Income 2015: -$2,2082015Revenue 2016: $39,987Expenses 2016: $42,219Net Income 2016: -$2,2322016Revenue 2017: $42,918Expenses 2017: $40,161Net Income 2017: $2,7572017Revenue 2018: $38,645Expenses 2018: $35,884Net Income 2018: $2,7612018Revenue 2019: $32,548Expenses 2019: $33,419Net Income 2019: -$8712019Revenue 2020: $44,558Expenses 2020: $13,846Net Income 2020: $30,7122020Revenue 2021: $13,544Expenses 2021: $47,746Net Income 2021: -$34,2022021Revenue 2022: $52,063Expenses 2022: $15,444Net Income 2022: $36,6192022Revenue 2023: $27,651Expenses 2023: $56,024Net Income 2023: -$28,3732023Revenue 2024: $80,769Expenses 2024: $80,316Net Income 2024: $4532024Revenue 2025: $74,539Expenses 2025: $53,733Net Income 2025: $20,8062025

Highlighted filing

2013

Revenue$52,993
Expenses$50,722
Net Income$2,271
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Oct 23, 2013
Return Version
2012v2.3
Mission and Program Overview

Mission

Providing progam services to support oakstead elementary school, promoting specific skills and character traits important for child development and social integrity, including teamwork, respect, resposibility and leadership.

Filing and Contact Details

Filer

EIN
02-0777764
Raw XML Appendix155 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CompensationExplanation/Compensation/PersonName0AMY CASTELLI
CompensationExplanation/Compensation/PersonName1KATEY WALLESEA
CompensationExplanation/Compensation/PersonName2JACKIE AYOUB
CompensationExplanation/Compensation/PersonName3STEPHANIE BARNES
CompensationExplanation/Compensation/PersonName4KERRIN LAARI
CompensationExplanation/Compensation/PersonName5DOREEN PEREZ
CompensationExplanation/Compensation/PersonName6DANIELLE GRIMME
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY05856
IRS990EZ/CashSavingsAndInvestments/EOY08127
IRS990EZ/ContributionsGiftsGrantsEtc03363
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear02271
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome0106684
IRS990EZ/GrossReceipts0110047
IRS990EZ/InfoInScheduleOPartI0X
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IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY05856
IRS990EZ/NetAssetsOrFundBalancesBOY05856
IRS990EZ/NetAssetsOrFundBalances/EOY08127
IRS990EZ/NetAssetsOrFundBalancesEOY08127
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition010.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition15.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition25.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition32.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition42.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition51.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition61.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0AMY CASTELLI
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2JACKIE AYOUB
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3STEPHANIE BARNES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4KERRIN LAARI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5DOREEN PEREZ
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6DANIELLE GRIMME
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title11ST VP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title22ND VP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title33RD VP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5RECORDING SE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6CORRESP SECR
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal050722
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0PROVIDING PROGAM SERVICES TO SUPPORT OAKSTEAD ELEMENTARY SCHOOL, PROMOTING SPECIFIC SKILLS AND CHARACTER TRAITS IMPORTANT FOR CHILD DEVELOPMENT AND SOCIAL INTEGRITY, INCLUDING TEAMWORK, RESPECT, RESPOSIBILITY AND LEADERSHIP.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0TO PROVIDE DEVELOPMENT PROGRAMS TO STUDENTS AND PROMOTE READING GROWTH, PRGOOD TEST TAKING SKILLS AND REDUCING STRESS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1PROVIDE AN OPPORTUNITY FOR ENRICHMENT THROUGH TECHNOLOGY AND VARIOUS ACTIVITIES
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses018406
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses114358
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses057054
IRS990EZ/SpecialEventsNetIncomeLoss049630
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1019925 LAKE PATIENCE ROAD
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0LAND O LAKES
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0FL
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode034638
IRS990EZ/TheBooksAreInCareOf/NamePerson0KERRIN LAARI
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08133461500
IRS990EZ/TotalAssets/BOY05856
IRS990EZ/TotalAssets/EOY08127
IRS990EZ/TotalExpenses050722
IRS990EZ/TotalProgramServiceExpenses032764
IRS990EZ/TotalRevenue052993
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear03363
IRS990ScheduleA/GiftsGrantsContribReceived170/Total03363
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc0106684
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17001.00000
IRS990ScheduleA/PublicSupportTotal17003363
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear03363
IRS990ScheduleA/Total170/Total03363
IRS990ScheduleA/TotalSupport03363
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents051935
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1071056
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent209225
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents017821
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal098102
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1071056
IRS990ScheduleG/EventsInformation/GrossRevenueEvent209225
IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents017821
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents098102
IRS990ScheduleG/EventsInformation/NameOfEvent10BOOSTER A THON
IRS990ScheduleG/EventsInformation/NameOfEvent20HOLIDAY SHOP
IRS990ScheduleG/EventsInformation/NetIncomeSummary046167
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1036525
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent205064
IRS990ScheduleG/EventsInformation/OtherDirectExpensesOtherEvents010346
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents051935
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents02
IRS990ScheduleO/GeneralExplanation/Explanation0EXPENSES MEMBERSHIP INCENTIVES 44 SUPPLIES 254 BANK FEES 19 IPADS 7,200 RECOGNITION/APRECIATION 8,646 INSURANCE 426 BOOKS, RESOURCES & INCENT 11,403 DEVELOPMENT PROGRAMS 1,003 GENRAL SCHOOL FUND 6,000 GUIDANCE, MUSIC, CLASSRM 4,200 EQUIPMENT 558 SCHOOL OES PROGRAMS 3,000 CAMPUS ENHANCEMENTS 6,600 COUNTY COUNCIL DUES 60 STATE NATIONAL PTA DUES 1,309 TOTAL 50,722
IRS990ScheduleO/GeneralExplanation/Explanation1PROVIDING PROGAM SERVICES TO SUPPORT OAKSTEAD ELEMENTARY SCHOOL, PROMOTING SPECIFIC SKILLS AND CHARACTER TRAITS IMPORTANT FOR CHILD DEVELOPMENT AND SOCIAL INTEGRITY, INCLUDING TEAMWORK, RESPECT, RESPOSIBILITY AND LEADERSHIP.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier1PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0020777764
ReturnHeader/Filer/Name/BusinessNameLine10PTA FLORIDA CONGRESS OAKSTEAD
ReturnHeader/Filer/Name/BusinessNameLine20ELEMENTARY SCHOOL
ReturnHeader/Filer/NameControl0PTAF
ReturnHeader/Filer/Phone09549817940
ReturnHeader/Filer/USAddress/AddressLine1019925 LAKE PATIENCE ROAD
ReturnHeader/Filer/USAddress/City0LAND O LAKES
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode034638
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-10-23
ReturnHeader/Officer/Name0KERRIN LAARI
ReturnHeader/Officer/Phone09549817940
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02014-02-05
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BRUNT SWEENEY MATZ PA CPA'S
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine107369 SHERIDAN ST STE 201
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HOLLYWOOD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0330242776
ReturnHeader/Preparer/Name0MARK C BRUNT CPA
ReturnHeader/Preparer/Phone09549817940
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-02-05T13:16:42-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,127
Liabilities
$0
Net assets
$8,127
Revenue
$52,993
Expenses
$50,722
Net income
$2,271
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$41.7$0.00$41.7$74.5$53.7$20.8
2024Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$80.8$80.3$0.45
2023Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$27.7$56.0$28.4
2022Detailed filing. Detailed filing data is available for this year.$48.8$0.00$48.8$52.1$15.4$36.6
2021Summary only. Only limited summary data is available for this year.$12.2$0.00$13.5$47.7$34.2
2020Summary only. Only limited summary data is available for this year.$46.4$0.00$44.6$13.8$30.7
2019Summary only. Only limited summary data is available for this year.$9.50$0.00$32.5$33.4$0.87
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.00$10.4$38.6$35.9$2.76
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.61$0.00$7.61$42.9$40.2$2.76
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$0.00$4.85$40.0$42.2$2.23
2015Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$36.9$39.1$2.21
2014Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$42.7$41.5$1.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.13$0.00$8.13$53.0$50.7$2.27